Technical Specialist: Product

Hire Resolve; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Cape Town is seeking a Senior Technical Specialist in Wealth with over 7 years of investment and financial planning experience. You will provide advisory support to advisers and act as the product expert. The ideal candidate has a degree in Financial Management and strong leadership skills. This role offers a highly competitive salary and the opportunity to work in a dynamic team.

Qualifications

• 7+ years experience in wealth and investment products.
• Deep knowledge of financial planning and senior management engagement.

Responsibilities

• Provide technical advisory support to financial advisers.
• Act as a subject matter expert on technical product matters.
• Collaborate on product due diligence with cross-divisional teams.
• Serve as manager of the large case review process.
• Facilitate technical training for junior staff.

Skills

Problem-solving

Management skills

Analytical skills

Negotiation skills

Education

Degree in Financial Management / Financial Planning

Postgraduate Diploma in Financial Planning

Job description

Executive Career Opportunity: Technical Specialist Product

• Location: Tygervalley, Cape Town
• Industry: Financial Services (Wealth)
• Career Level: Mid-Senior
• Salary: Highly Competitive Market-Related CTC Package

Closing Date: November 2025

Are you a seasoned Wealth Product Specialist with over 7 years of experience in investments and financial planning, ready to lead complex advisory support for a national network of financial advisors?

Our client, a leading firm in the Financial Services environment, is seeking a Technical Specialist Product to join their Technical Adviser Support team in Cape Town. This Mid-Senior role is responsible for ensuring the competitiveness of the product suite and serving as the primary subject matter expert on technical product and advice matters.

This is a high-impact role requiring deep technical expertise, senior-level engagement, and proven management abilities.

Key Responsibilities:

Technical Advisory & Product Strategy

• Adviser Support: Provide ongoing proactive and reactive technical advisory support to a large national network of advisers and distribution teams on complex advice-related matters.

• Product Expertise: Act as the subject matter expert on technical product and advice matters, including participation in relevant technical/distribution committees.

• Product Competitiveness: Work closely with product providers to ensure the product suite remains competitive

• Due Diligence: Collaborate with cross-divisional teams on product and product provider due diligence, in conjunction with risk and finance teams

Leadership & Management

• Large Case Review: Serve as the subject matter expert and manager of the large case review process, including presenting findings to senior management for approval.

• Process Improvement: On an ongoing basis, evaluate, review, and improve the large case process.

• Team Leadership: Facilitate technical training for junior staff and ensure the effective management of direct reports.

• Content & Marketing: Draft, review, and sign-off communication and content for marketing and technical purposes (e.g., Take Notes, articles) in relation to advice and distribution activities.

Minimum Requirements:

• Experience: A minimum of 7 years’ experience in wealth and investment products.

• Knowledge: In-depth knowledge of financial planning and experience engaging at an EXCO/Senior Management level.

• Education: A Degree in Financial Management / Financial Planning or a related field.

• Designation (Advantageous): Postgraduate Diploma in Financial Planning.

• Skills: Proven ability to identify, assess, and solve problems. Must demonstrate excellent management/leadership skills, strong analytical skills, and the ability to influence and negotiate

How to Apply:

If you are a highly-experienced Technical Specialist ready to take a senior role within a respected financial services firm in Tygervalley:

• Send your comprehensive CV to the Hire Resolve team.

• Connect with Lidene Pienaar via LinkedIn today!

Contact: [e-mail]
Website: www.hireresolve.co.za
Reference: TechSpec_Wealth_2026

Note: If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful